+128.2%
UAL vs VSXY
+335.0%
-206.8%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VSXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +3.9% | -6.7% | -3.7% |
| 7D | +3.4% | -6.8% | +10.2% | +4.7% |
| 30D | -16.5% | -20.4% | +3.9% | -12.6% |
| 3M | +2.8% | +2.9% | -0.1% | +1.2% |
| 6M | +17.6% | +67.9% | -50.4% | 0.0% |
| YTD | -3.2% | +44.9% | -48.1% | -14.5% |
| 1Y | +0.4% | +205.9% | -205.5% | -26.8% |
| 3Y | +128.2% | +373.9% | -245.7% | +55.3% |
| All | +128.2% | +335.0% | -206.8% | +55.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VSXY.
Daily Out/Under-Performance
Portfolio return minus VSXY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSXY return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded VSXY wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling